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Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01340109 ↗ ServiceMax

Accucold • Preventive Maintenance • PSM

📍 1042 - Lafayette — 117 Caillouet Pl Suite A, Lafayette LA, 70501

Jan 27, 2026 → Mar 26, 2026

✅ Completed
PSM
SLA Clock
Last business day of January 2026 · Target: Jan 30, 2026
✗ SLA Missed (4 biz days late)
Active: 8 biz days
Paused: 33 biz days
🕐 Clock stopped: Tech Off Site (Mar 26, 2026)
▶ Clock Running
Status: Created
Jan 27 → Jan 27, 2026
0 business days (counted)
Running total: 0 of ? biz days used
5d
▶ Clock Running
Status: Ready for Scheduling
Jan 27 → Feb 3, 2026
5 business days (counted)
Running total: 5 of ? biz days used
⏸33d
⏸ Clock Paused
Status: Ready for Release
Feb 3 → Mar 23, 2026
33 business days (not counted)
▶ Clock Running
Status: Assigned
Mar 23 → Mar 23, 2026
0 business days (counted)
Running total: 5 of ? biz days used
▶ Clock Running
Status: Scheduled
Mar 23 → Mar 26, 2026
3 business days (counted)
Running total: 8 of ? biz days used
▶ Clock Running
Status: Tech On Site
Mar 26 → Mar 26, 2026
0 business days (counted)
Running total: 8 of ? biz days used
Created: Jan 27, 2026 Tech Off Site: Mar 26, 2026
Show SLA Clock Detail (6 periods)
Period Status Clock Biz Days Running Total
Jan 27 → Jan 27 Created ▶ Running 0 0
Jan 27 → Feb 3 Ready for Scheduling ▶ Running 5 5
Feb 3 → Mar 23 Ready for Release ⏸ Paused 33
Mar 23 → Mar 23 Assigned ▶ Running 0 5
Mar 23 → Mar 26 Scheduled ▶ Running 3 8
Mar 26 → Mar 26 Tech On Site ▶ Running 0 8
Dispatch 0.0d
Holding 33.1d (excluded)
Coordinators 9.8d
Field Work 0.5d
Billing 12.0d
✗ SLA Missed
Dispatch
0.0 days
Holding (excluded from total)
33.1 days
Coordinators
9.8 days
Over SLA
Field Work
0.5 days
Billing
12.0 days
Over SLA
Created: Jan 27, 2026 Due: Mar 31, 2026 Completed: Mar 26, 2026 (5 days early)
📅
41.8 days Total Age
⏱️
33.1d in Ready for Release Longest Stage
🔄
9 transitions Status Changes
⚠️
20.4d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

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Originating Case

Open in Salesforce →
🎫
Case #00562472
Closed
PM Scheduling contact all sites PRIMARY: Ricardo Escobar <ricardo.escobar@avitapharmacy.com Scheduling contact all sites SECONDARY: Randy Mize <Randy.Mize@avitacaresolutions.com> NOTE: All communications to Ricardo must include Randy as a CC. Due Date: 2/28/2026 Tech support: Tech Support Team for assistance at 718-893-3900 ext. 513 or via email at techsupport@summitappliance.com. Instructions for site prior to arrival: In preparation for the visits, it is required that all units be emptied and disconnected 24 hours before the scheduled visit. Checklist (attached) must be completed for each refrigerator and attached to the Work Order upon completion. Tech Skillset: Accucold WO PRIORITIES: Red as a "critical" Uptime priority. Orange is a "high" uptime priority and everything else is "standard" uptime priority.
Priority
High
Origin
Email
Reason
New Case
Contact
Ricardo Escobar
Owner
Shelby Robinson
Created
Jan 27, 2026
Work Orders from this Case (1)
WO-01340109 (current) Invoiced
Preventive Maintenance • Jason Cunningham
Created: Jan 27, 2026 • Closed: Mar 26, 2026
Completed with significant delays
Invoiced • 201 days old
🚨
Primary Delay 33.1 days stuck in "Ready for Release"
⏱️
Total Delay 20.4 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Ready for Scheduling
5.8d / 1.0d SLA
Ready for Release
33.1d
Assigned
0.0d / 0.5d SLA
Scheduled
4.0d / 2.0d SLA
Tech On Site
0.1d / 1.0d SLA
Tech Off Site
0.4d / 2.0d SLA
Closed
3.5d / 1.0d SLA
Ready to Bill
12.0d / 1.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

3/23/2026 LHill-rec'd confirmation on live spreadsheet for 3/26 with an arrival time between 9-11AM.


3/19/26 RBerry- Offered 3/26/26 with an arrival time between 9-11AM on live spreadsheet for Jason Cunningham. Waiting for confirmation.

🔧 Work Performed
3/25 Jason - PM Complete - Arrived on site and located the unit. It was in the back of the pharmacy. Visually inspected the unit, wiped down the exterior and inspected it for issues, and cleaned around the condenser coils and compressor. No issues detected. Inspected the logs for abnormalities. No issues there either. Placed unit back into service.
🔍 Technician Findings
Found the unit in the back of the pharmacy. Unit was powered on with no errors.
⚠️ Problem Description
Avita Pharmacy Accucold Project PM Scheduling contact all sites PRIMARY: Ricardo Escobar
📄 Description
18 Cu.Ft. Upright Vaccine Refrigerator

Timeline

📞
3 Case Linked Jan 27, 12:18 PM
Case Linked → Work Order Created → Status: Ready for Scheduling
📋
Work Order Created
Work Order: WO-01340109
Type: Preventive Maintenance
Priority: PSM
📅
Status: Ready for Scheduling by Shelby Robinson
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
⚠️ 6.0 business days
Status: Ready for Release by Rhea Berry Feb 3, 5:49 PM
From: Ready for Scheduling
To: Ready for Release
Duration in Previous: 7d 5h
🚨 33.8 business days
👷
4 Technician Assigned Mar 23, 11:21 AM
Technician Assigned → Status: Assigned → Status: Scheduled → Dispatch Scheduled
👷
Status: Assigned by Laura Hill
From: Ready for Release
To: Assigned
Duration in Previous: 47d 16h
🗓️
Status: Scheduled by Laura Hill
From: Assigned
To: Scheduled
Duration in Previous: 1m
📅
Dispatch Scheduled by Laura Hill
Scheduled For: 2026-03-26T14:00:00.000+0000
4.0 business days
🔧
Status: Tech On Site by Jason Cunningham Mar 26, 11:34 AM
From: Scheduled
To: Tech On Site
Duration in Previous: 3d 0h
🚗
Status: Tech Off Site by Jason Cunningham Mar 26, 12:30 PM
From: Tech On Site
To: Tech Off Site
Duration in Previous: 56m
⏱️
3 Labor Added Mar 26, 3:47 PM
Labor Added → 4x Labor Added → Status: Completed
⏱️
4x Labor Added
Type: Labor, Travel
Status: Open
Qty: 1, 2.5, 100
✔️
Status: Completed by Jason Cunningham
From: Tech Off Site, Completed
To: Completed, Closed
Duration in Previous: 3h 20m
4.0 business days
📄
Status: Ready to Bill by Diane Patton Mar 31, 9:15 AM
From: Closed
To: Ready to Bill
Duration in Previous: 4d 17h
🚨 12.0 business days
📨
2 Status: Invoice Pending Apr 15, 1:04 PM
Status: Invoice Pending → Invoice Created
🧾
Invoice Created
Invoice Number: SM-259305

Bottlenecks

Ready for Scheduling
Duration: 5.8 business days (threshold: 1.0 business days)
Exceeded by 4.8 business days
Scheduled
Duration: 4.0 business days (threshold: 2.0 business days)
Exceeded by 2.0 business days
Closed
Duration: 3.5 business days (threshold: 1.0 business days)
Exceeded by 2.5 business days
Ready to Bill
Duration: 12.0 business days (threshold: 1.0 business days)
Exceeded by 11.0 business days

🔗 Related Artifacts

📞
Case 00562472
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Preventive Maintenance
Branch
N/A
Technician
Jason Cunningham
Scheduled
Mar 26, 10:00 AM
Created
Jan 27, 12:19 PM
Invoice #
SM-259305

Work Details (5)

Name Type Status Qty Amount Date
WL-03161278 Labor Open 2.5 $125.00 Mar 26, 3:47 PM
WL-03161284 Labor Open 1 $75.00 Mar 26, 3:49 PM
WL-03161285 Labor Open 2.5 $0.00 Mar 26, 3:49 PM
WL-03161286 Travel Open 100 $0.00 Mar 26, 3:49 PM
WL-03161287 Travel Open 100 $0.00 Mar 26, 3:49 PM

Details